A complete list of active advisors currently associated with Parah Capital Management, LLC

Warmer can help you find a great advisor at Parah Capital Management, LLC or one who fits your needs even better.

Parah Capital Management, LLC is a state-registered investment adviser that provides integrated financial planning and portfolio management to individuals, businesses, retirement plans, trusts and estates. The firm works with a small client base and manages approximately $55 million in client assets, preparing written financial plans for clients as part of its advisory services. The firm employs a "Core++" investment approach that combines a broadly diversified core intended to approximate market returns with an active selection element intended to pursue additional return; it emphasizes equities as the nucleus of portfolios, a value orientation, long-term holding, and fundamental research. Investment recommendations are implemented across a range of instruments (equities, fixed income, mutual funds/ETFs and options) and accounts are reviewed periodically with ongoing monitoring and discretionary management for a portion of assets. A notable and uncommon feature for an independent firm of this size is that the firm and its principals are affiliated with a broker-dealer and are registered representatives, and the brochure discloses the possibility of executing non-fee Series 7 transactions and receiving portions of commissions or 12b-1 fees through an executing broker-dealer. The brochure also notes the firm’s stated fee-only advisory model in one section while separately disclosing these brokerage relationships and the firm’s procedures to address best execution and potential conflicts of interest.

To learn more about the advisors currently working at Parah Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.